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IDIV
U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
IDIV
Delisted
IDIV was delisted on the 9th of December, 2022.
5 hedge funds and large institutions have $3.31M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $2.92M → $3.31M (+$384K)
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$220K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$93.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$782 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11 |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
1
Fore Capital
New York
| $1.95M | – | – | – |
|
|
PCS
2
Personal CFO Solutions
Chester,
New Jersey
| $756K | +$220K | +19,924 | +37% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $601K | +$93.8K | +8,510 | +17% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$782 | +71 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$3K | -260 | Closed |
|
|
6
Wells Fargo
San Francisco,
California
| – | +$11 | +1 | New |
|